Geneos Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Sell |
4,230
-5,170
| -55% | -$234K | ﹤0.01% | 1014 |
|
|
2025
Q1 | $357K | Sell |
9,400
-600
| -6% | -$22.8K | 0.01% | 1025 |
|
|
2024
Q4 | $278K | Buy |
10,000
+5,300
| +113% | +$147K | 0.01% | 733 |
|
|
2024
Q3 | $146K | Sell |
4,700
-1,000
| -18% | -$31K | 0.01% | 859 |
|
|
2024
Q2 | $152K | Hold |
5,700
| – | – | 0.01% | 769 |
|
|
2024
Q1 | $144K | Hold |
5,700
| – | – | 0.01% | 772 |
|
|
2023
Q4 | $142K | Buy |
5,700
+530
| +10% | +$13.2K | 0.01% | 754 |
|
|
2023
Q3 | $118K | Hold |
5,170
| – | – | 0.01% | 825 |
|
|
2023
Q2 | $134K | Sell |
5,170
-500
| -9% | -$12.9K | 0.01% | 791 |
|
|
2023
Q1 | $160K | Buy |
5,670
+600
| +12% | +$16.9K | 0.01% | 714 |
|
|
2022
Q4 | $126K | Hold |
5,070
| – | – | 0.01% | 774 |
|
|
2022
Q3 | $108K | Buy |
5,070
+1,755
| +53% | +$37.4K | 0.01% | 779 |
|
|
2022
Q2 | $82K | Hold |
3,315
| – | – | ﹤0.01% | 1090 |
|
|
2022
Q1 | $109K | Hold |
3,315
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q4 | $90K | Hold |
3,315
| – | – | ﹤0.01% | 1214 |
|
|
2021
Q3 | $81K | Hold |
3,315
| – | – | ﹤0.01% | 1258 |
|
|
2021
Q2 | $95K | Sell |
3,315
-701
| -17% | -$20.1K | ﹤0.01% | 1183 |
|
|
2021
Q1 | $114K | Hold |
4,016
| – | – | ﹤0.01% | 1244 |
|
|
2020
Q4 | $108K | Buy |
4,016
+701
| +21% | +$18.9K | ﹤0.01% | 1117 |
|
|
2020
Q3 | $109K | Sell |
3,315
-500
| -13% | -$16.4K | 0.01% | 912 |
|
|
2020
Q2 | $115K | Hold |
3,815
| – | – | 0.01% | 852 |
|
|
2020
Q1 | $79K | Hold |
3,815
| – | – | 0.01% | 928 |
|
|
2019
Q4 | $93K | Sell |
3,815
-30
| -0.8% | -$731 | 0.01% | 976 |
|
|
2019
Q3 | $90K | Buy |
+3,845
| New | +$90K | 0.01% | 934 |
|